Sales And Advisory Associate

CR Forex; Mumbai; On-site; INR 400,000 - 600,000; Full time

Benefits offered by this job

Competitive salary with incentives

Professional development & leadership

Health insurance and welfare coverage

Continuous learning environment

Work-life balance support

Job summary

CR Forex in Mumbai seeks an Associate Sales and Advisory to drive business growth by acquiring clients and delivering forex advisory services to exporters and importers. The role blends sales, advisory, and research, engaging with top decision-makers and offering risk management and wealth solutions.

Ideal candidates hold a Finance/Business degree, with CFA/FRM levels advantageous; strong communication and relationship skills are essential.

Qualifications

• Graduate in Finance, Business, or related fields.
• CFA Level I/II, FRM Level I desirable.
• Experience in B2B sales and advisory services is a plus.

Responsibilities

• Role combines Client Acquisition with Advisory services for exporters and importers.
• Role split: 60% Sales, 20% Advisory, 20% Research.
• Primary focus on Business Development and Client Acquisition.
• Engage with CEOs, CFOs, and MDs of export–import companies.
• Pitch Forex Advisory, Risk Management, and Wealth solutions.
• Stay updated on market trends to align client pitches.
• Undergo extensive training in Currency, Equity, Bond, and Commodity Markets.
• Provide advisory support on Forex exposure management, FX effectiveness, and treasury optimisation.

Skills

B2B sales

Client acquisition

Communication

Relationship building

Forex advisory

Education

Finance/Business graduate

CFA Level I/II

FRM Level I

Job description

About Us: Founded in 2016 with a single mission to provide forex advisory services to MSMEs, CR Forex has since grown to become one of the top three forex consulting companies in India. Over the years, we've expanded our offerings from advisory services to comprehensive treasury solutions, supporting India's top companies with end-to-end financial strategies. Our expertise is trusted and frequently featured in leading media outlets like CNBC TV18, Reuters, Bloomberg, Economic Times, Mint, and NDTV.

Our services are designed to empower clients to make smart, efficient, and cost-effective financial decisions, with a focus on the following key areas:

Treasury Audit: Helping businesses reduce costs and streamline processes for greater efficiency.

Forex Risk Management Policy: Crafting tailored policies that protect against currency volatility.

Forex Hedging Solutions: Providing corporations with expert strategies to manage and mitigate forex risk.

To know more about us, YouTube - https://www.youtube.com/@CRForex

LinkedIn - https://www.linkedin.com/company/crforex

Website- https://crforex.in/

Why Join Us? Imagine being part of a team that directly impacts the success of companies by providing them with the tools to thrive in an unpredictable market. When you join CR Forex, you're not just taking on a job; you're becoming a vital advisor to CEOs, CFOs, and MDs. Through our extensive training, you'll grow into an expert who delivers clarity and confidence to clients.

Position: Associate Sales and Advisory

(Ideal for market-passionate candidates, including CFA / FRM aspirants)

This role is for someone ready to inspire and be inspired. Youll conduct market research and deliver advisory services that drive real change for clients. Its a challenging role but equally rewarding perfect for those passionate about understanding market dynamics, building relationships, and crafting strategies that make a real difference.

Ideal Candidate:

• Educational Qualification: Graduate in Finance, Business, or related fields. CFA Level I/ II, FRM Level I.

Skills and Traits:

Strong B2B sales and client acquisition expertise.

Excellent communication & relationship-building skills.

Ability to provide advisory solutions to corporates on forex risk management.

• Career Aspirations: Looking for opportunities to grow in a fast-paced, professional, and rewarding environment.

Job Description

• The role is a combination of Client Acquisition followed by Advisory services for exporters and importers
• Role mix: 60% Sales | 20% Advisory | 20% Research
• Primary responsibility will be Business Development and Client Acquisition
• B2B sales role involving interaction with CEOs, CFOs, and MDs of export-import companies
• Pitch Forex Advisory, Risk Management, and Wealth solutions
• Stay updated on market trends and economic developments to align client pitches
• Receive extensive training in Currency, Equity, Bond, and Commodity Markets (theoretical and practical)
• Once proficient, provide advisory support to corporates on:
• Forex exposure management
• Improving FX effectiveness
• Banking and treasury optimisation

Your Growth Journey:

Extensive Training:

Career Advancement:

Rewarding Impact:

Benefits of Being with CR Forex:

• Competitive salary with performance-based incentives
• Supportive and dynamic professional environment
• Continuous learning and leadership exposure
• Health insurance and employee welfare coverage
• Structured workflows supporting work-life balance

Location: Mumbai (Andheri East)